Configure My Requests
The My Requests interface for mobile devices is highly configurable to suit your organization's processes, terms, and references. SOTI Snap allows you to control what the user sees when interacting with the Requests Listing and the Requests Detail Page. The following sections list the properties you can configure. For information about how to use My Requests, see Manage My Requests.
Requests Listing
The Requests Listing displays the submitter's requests, including open, sent back, or closed requests. The following video shows how you can update the properties of the Requests Listing's visual elements to match your workflow.
The following table lists all the configurable properties for the Requests Listing. Review updates on the Canvas as you make changes.
Group | Property | Description |
---|---|---|
General | Page Title | Set the page title for viewing the request list. Options
are:
|
Display Text | This property is visible when you set Page Title to Custom name. Set a custom page title for viewing the request list. | |
Page Display Name | Accept the default or set a custom name for the Inbox page. | |
Configure Status | Status Settings | Review and update the available status options as required. See Status Settings for more information. |
'Draft' Display Text | When you upgrade your app, unsynced requests are put into a draft state. Accept the default or set the text to indicate the request is a draft version. | |
'Queued' Display Text | When a request is submitted while a device is offline, the request is queued for submission when the device reestablishes connection. Accept the default or set the text to indicate the request is queued. | |
Field Settings | Select Form Fields To Display | Use the Add Fields button to select all, some, or no form fields to show in the request list. |
Actions | On Click Of '+' Navigate To | Select the form the app will open when the user taps Plus. |
Filter & Sorting | Filter |
|
Sorting |
|
Requests Detail Page
The Requests Detail Page interacts with the details of a single request. The following video shows how you can modify the visible elements of the Requests Detail Page to match your workflow by updating their properties.
The following table lists all the configurable properties for the Requests Detail Page. Review updates on the Canvas as you make changes.
Group | Property | Description |
---|---|---|
General | Page Title | Set the page title for viewing the request details. Options
are:
|
Display Text | This property is visible when you set Page Title to Custom name. Set a custom page title for viewing the request details. | |
Workflow Key Label | Accept the default or set the label for the workflow record key. | |
'Submitted On' Label | Accept the default or set the label for the submission date. | |
'Submitted By' Label | Accept the default or set the label for the submitter's name. | |
Content Settings | Fields | Use the Select Form Fields To Display button to choose fields from your forms to include in the request details. Use the property handles to drag each field item into the desired order. |
Delete |
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